We are live on ! Find out more
EMR icon

Emerson Electric

1,458 hedge funds and large institutions have $30.2B invested in Emerson Electric in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 513 increasing their positions, 583 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $205M | Put options by funds: $83.6M

91% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 70

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $26.2B → $30.2B (+$4.02B)

4% more funds holding

Funds holding: 1,4071,458 (+51)

0.35% more ownership

Funds ownership: 71.65%72.01% (+0.35%)

12% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 583

Holders
1,458
Holders Change
+51
Holders Change %
+3.62%
% of All Funds
31.56%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
134
Increased
513
Reduced
583
Closed
70
Calls
$205M
Puts
$83.6M
Net Calls
+$122M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1076
Nicholas Hoffman & Company
Georgia
$364K -$17.4K -264 -5%
BRWA
1077
B. Riley Wealth Advisors
Florida
$363K -$67.9K -1,033 -16%
PGA
1078
Portland Global Advisors
Maine
$363K
PA
1079
Parallel Advisors
California
$363K +$14.1K +215 +4%
WTB
1080
Washington Trust Bank
Washington
$362K -$20.5K -312 -6%
RWM
1081
Ritholtz Wealth Management
New York
$362K
MFW
1082
Meristem Family Wealth
Minnesota
$357K -$20.6K -313 -6%
IRC
1083
Investors Research Corp
Georgia
$357K
P
1084
Pitcairn
Pennsylvania
$357K +$11.3K +172 +3%
Kayne Anderson Rudnick Investment Management
1085
Kayne Anderson Rudnick Investment Management
California
$357K +$343K +5,219 New
CAM
1086
Claret Asset Management
Quebec, Canada
$356K
WAM
1087
Wealthspire Advisors (Maryland)
Maryland
$355K -$63.9K -971 -16%
WAM
1088
Weatherly Asset Management
California
$354K +$1.25K +19 +0.4%
SFA
1089
Stewardship Financial Advisors
Georgia
$353K +$339K +5,156 New
WCF
1090
West Coast Financial
California
$351K -$42.6K -647 -11%
QCG
1091
Quadrant Capital Group
Ohio
$351K -$34.2K -520 -9%
TIA
1092
Tiemann Investment Advisors
California
$351K +$13.2K +200 +4%
BRM
1093
Boston Research & Management
Massachusetts
$349K
FA
1094
FDx Advisors
Illinois
$346K +$7.76K +118 +2%
C
1095
Cerebellum
California
$346K +$46K +699 +16%
ET
1096
Equitable Trust
Tennessee
$345K +$7.1K +108 +2%
AC
1097
Alexandria Capital
Virginia
$344K -$5.2K -79 -2%
ACA
1098
Aptus Capital Advisors
Alabama
$344K +$331K +5,027 New
KA
1099
KLCM Advisors
Wisconsin
$342K -$197K -3,000 -38%
NSEDCP
1100
NJ State Employees Deferred Compensation Plan
New Jersey
$342K

EMR Hedge Fund Activity: Q1 2019 in Review

1,458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2019, worth a combined $30.2B — up 15% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new EMR positions and 70 closed out — a net gain of 64 holders — while 513 added to existing stakes and 583 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Vanguard Group, cutting an estimated $391M.

  • 1,458 institutional investors held Emerson Electric (EMR) as of Q1 2019, up from 1,407 in Q4 2018.
  • Funds reported $30.2B of Emerson Electric stock for Q1 2019, up 15% quarter-over-quarter.
  • 134 funds opened new Emerson Electric positions in Q1 2019 and 70 closed out, a net change of +64 holders.
  • The largest Emerson Electric buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Emerson Electric seller in Q1 2019 was Vanguard Group, an estimated $391M sold.

Based on aggregated 13F filings for Q1 2019.